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Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo
AUM masivo
Más de $200 mil millones
AUM elevado
De $10 mil millones a $200 mil millones
AUM medio
De $2B a $10B
AUM bajo
De $250M a $2B
AUM micro
Menos de $250M
Menos de 10%
Menos de 20%
Menos de 40%
Menos de 60%
Menos de 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Nombre | AUM |
Crecimiento de AUM |
AUM Crecimiento % |
Trim. Rend. est. |
Rendimiento est. a 3 años | Posiciones en cartera | Rotación de cartera |
Tenencia prom. (años) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3176 |
3176
Southport Capital Management
Chattanooga,
Tennessee
| USD 236 M | +USD 13.9 M | +6% | 6.28% | 80% | 650 | 72.46% | 0.9 |
|
| 3177 |
3177
Taylor Wealth Management Partners
Boston,
Massachusetts
| USD 235 M | +USD 10.4 M | +5% | 11.9% | 62% | 160 | 21.88% | 2.2 |
|
| 3178 |
3178
Cutler Capital Management
Worcester,
Massachusetts
| USD 234 M | -USD 3.17 M | -1% | 0.12% | 39.7% | 94 | 17.02% | 2.2 |
|
| 3179 |
3179
Harfst & Associates
Sheridan,
Wyoming
| USD 234 M | -USD 2.65 M | -1% | 5.07% | 88.1% | 93 | 16.13% | 1.7 |
|
| 3180 |
3180
Brandywine Managers
Hockessin,
Delaware
| USD 234 M | -USD 17.3 M | -7% | 5.57% | 96.3% | 36 | 11.11% | 1.3 |
|
| 3181 |
3181
Muhlenkamp & Co
Wexford,
Pennsylvania
| USD 234 M | -USD 28.3 M | -11% | 7.72% | 107% | 38 | 15.79% | 2.7 |
|
| 3182 |
3182
Deer VIII & Co
Larchmont,
New York
| USD 234 M | +USD 65.2 M | +39% | 38.7% | – | 1 | 0% | 0.8 |
|
| 3183 |
3183
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| USD 233 M | +USD 13.2 M | +6% | 5.62% | 62.5% | 238 | 10.5% | 3.6 |
|
| 3184 |
3184
Broadmark Asset Management
San Francisco,
California
| USD 233 M | +USD 75.3 M | +48% | 7.17% | 39.6% | 5 | 60% | 1.1 |
|
| 3185 |
3185
Domani Wealth
Lancaster,
Pennsylvania
| USD 233 M | +USD 15.3 M | +7% | 5.29% | 48.6% | 113 | 15.04% | 2.4 |
|
| 3186 |
SC
3186
Saybrook Capital
Winston Salem,
North Carolina
| USD 233 M | +USD 14.6 M | +7% | 9.07% | 67.1% | 50 | 4% | 4.2 |
|
| 3187 |
FNBOMD
3187
First National Bank of Mount Dora
Mount Dora,
Florida
| USD 233 M | +USD 9.45 M | +4% | 7.86% | 96.2% | 104 | 11.54% | 3.1 |
|
| 3188 |
3188
Meridian Wealth Management
Lexington,
Kentucky
| USD 233 M | +USD 20.1 M | +9% | 10.1% | 117% | 211 | 33.18% | 1.1 |
|
| 3189 |
3189
Beck Capital Management
Austin,
Texas
| USD 233 M | +USD 25.7 M | +12% | 10.7% | 291% | 117 | 34.19% | 1.4 |
|
| 3190 |
3190
Argus Investors Counsel
New York
| USD 232 M | +USD 13.2 M | +6% | 8.76% | 132% | 72 | 11.11% | 3.6 |
|
| 3191 |
3191
Keating Investment Counselors
Delray Beach,
Florida
| USD 232 M | +USD 21.4 M | +10% | 5.66% | 50% | 68 | 11.76% | 3.9 |
|
| 3192 |
3192
Stockman Wealth Management
Billings,
Montana
| USD 232 M | +USD 13.4 M | +6% | 6.38% | 73.5% | 160 | 10% | 2 |
|
| 3193 |
3193
BP Capital Fund Advisors
Dallas,
Texas
| USD 232 M | +USD 10.8 M | +5% | 1.67% | 17.9% | 59 | 20.34% | 1.3 |
|
| 3194 |
GIM
3194
Greystone Investment Management
Cincinnati,
Ohio
| USD 232 M | +USD 13.8 M | +6% | 6.66% | 32.8% | 48 | 2.08% | 3.3 |
|
| 3195 |
3195
Vantage Wealth
Pasadena,
California
| USD 231 M | +USD 23.5 M | +11% | 9.24% | 56.1% | 29 | 13.79% | 3.3 |
|
| 3196 |
3196
Portland Hill Asset Management
London,
United Kingdom
| USD 231 M | -USD 5.83 M | -2% | 3.47% | 30.2% | 20 | 0% | 1.6 |
|
| 3197 |
3197
Wilsey Asset Management
San Diego,
California
| USD 231 M | +USD 37.3 M | +19% | 2.19% | 66.9% | 23 | 26.09% | 2.2 |
|
| 3198 |
UAM
3198
UAS Asset Management
New York
| USD 231 M | +USD 30.3 M | +15% | 16% | 98% | 33 | 45.45% | 1.3 |
|
| 3199 |
HA
3199
Hamel Associates
Chatham,
New Jersey
| USD 231 M | +USD 13.2 M | +6% | 6.73% | 50.6% | 98 | 6.12% | 3 |
|
| 3200 |
3200
Valicenti Advisory Services
Elmira,
New York
| USD 231 M | +USD 13.2 M | +6% | 8.79% | 134% | 67 | 13.43% | 3.1 |
|